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VRTS · Virtus Investment Partners, Inc.

Track VRTS — free
Market Cap
$976.25M
Shares
6.62M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$147.41 Open$154.09 Day$146.46–159.69 52W close$125.42–201.58 Avg vol 30d122K Short int515K · 7.8% float · 5.5d Short vol70% Last earningsJul 30, 2026 DataJan 2020–Sep 2026 Filing10-Q · Aug 7

Up next

Next earnings call
Oct 29, 2026 Est · unconfirmed · in 7 wks
filed Aug 7, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$825.30M
Trailing 12 months
Net income (TTM)
$115.95M
Trailing 12 months
Revenue growth YoY
-4.4%
Year over year
Operating margin
15.7%
Trailing 12 months
P / E (TTM)
8.4
Trailing earnings · reciprocal yield 11.9%
FCF yield
-5.3%
TTM · current market cap
Return on invested capital
8.8%
Trailing 12 months
Net cash
−$131.69M
Latest balance sheet
Dividend yield
6.5%
Trailing 12 months
Shares change YoY
-2.1%
Year over year · fewer shares
Price change (1Y)
-26.9%
Trailing year
Short interest
7.8%
Latest settlement · 5.5 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Sell Momentum Weak Sentiment Bearish Fundamentals Excellent Quant / Vol Moderate
Market backdrop VIX 15.8 · calm Equity put/call 0.58
Technical
price trend
Sell
50 / 200-day cross No cross
Price vs 200-day avg −3%
below
Price vs 50-day avg −10%
below
RSI (14) 28
oversold
MACD trend Negative
52-week position 29%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Weak
1-month return −13%
trailing
6-month return +16%
trailing
YTD return −10%
this year
Relative strength −1%
vs S&P · 6-mo
Sentiment
smart money
Bearish
Trend (MA cross) No cross
50d $163 › 200d $151 — 50d above 200d
Institutional flow Distributing
-2% holders QoQ · +31 funds added
Insider flow Distributing
Net -$3.2M over 90 days · 100% sells
Short interest Rising
7.78% of float · ▲ +15.8% MoM · 5.5 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
235 holders — mid 3-yr range
Squeeze score 71
high risk · 0–100
Fundamentals
Excellent
Revenue growth +32%
Y/Y
EPS growth +18%
Y/Y
Free cash flow $-74.1M
Valuation P/E 8.4
below peers
Balance sheet $88.2M
net cash
Quant / Vol
risk profile
Moderate
Volatility 35%
annualized · 1-yr
Max drawdown −38%
past year
ATR 3.7%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Latest guidance · from the Earnings Call filed Jun 30, 2026
third quarter
Employment expenses as a percentage of revenue 54%
going forward
Other operating expenses Non-GAAP $30M – $32M
Effective tax rate 13% – 14%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Sell
2 · 5 · 0
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−3% Neutral
Price vs 50-day avg
−10% Bearish
RSI (14)
28 Neutral
MACD trend
Negative Bearish
52-week position
29% Neutral
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bearish · 3 of 6
Trend (MA cross) No cross
50d $163 › 200d $151 — 50d above 200d
Institutional flow Distributing
-2% holders QoQ · +31 funds added
Insider flow Distributing
Net -$3.2M over 90 days · 100% sells
Short interest Rising
7.78% of float · ▲ +15.8% MoM · 5.5 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
235 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $125 Now $147 · 29% Range high $202
vs 200-day avg -3% vs 50-day avg -10%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.

Versus peers

Asset Management — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
VRTS
Virtus Investment Partners, Inc.
this stock
$976.25M -9.6% +31.9% 8.4 7.8%
BLK
BlackRock, Inc.
$350.83B +0.9% +16.2% 25.9 0.6%
BX
Blackstone Inc.
$96.46B -16.6% +9.2% 28.8 2.9%
KKR
KKR & Co. Inc.
$90.73B -20.7% -11.0% 1.5%
BN
BROOKFIELD Corp /ON/
$85.32B -16.7% 1.0%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
235
% held
90.3%
Net QoQ
+281.6K sh
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
277
View
Short & Settlement
Short Interest Rising
Shares short
515.1K
Days to cover
5.5d
Change
+70.2K sh
View
Short Volume
Short vol %
70%
As of
Sep 11, 2026
Short Total
View
Fails to Deliver
FTD shares
208
Value
$34.7K
As of
Aug 12, 2026
View
Off-Exchange
Off-exchange %
36.4%
Week of
Aug 3, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net selling
Net (90d)
-$3.2M
Buyers / Sellers
0 / 2
Buyers Sellers
View
Financials
Financials
Revenue (FY)
$852.9M
Net income (FY)
$136.0M
EPS diluted
$19.97
View
Buybacks
Authorized
shares 4.9M
Remaining
shares 662.4K
Spent Remaining
View
Filings
SEC Filings
Latest
8-K
Filed
Aug 20, 2026
This year
12
View
Proposed Sales
Value
$2.5M
Shares
15.0K
Filed
Aug 3, 2026
View
Earnings & Events
Earnings Calls
Last call
Jul 30, 2026
View

Performance

5D 20D 120D MTD YTD
VRTS -6.8% -13.4% +16.5% -10.9% -9.7%
SPY -1.2% -1.8% +17.8% -0.4% +12.1%
vs SPY -5.7% -11.6% -1.4% -10.6% -21.7%

Capital returns

Latest dividend
$2.40 / share · ex Jul 31, 2026
Declared · upcoming
$2.45 / share · ex Oct 30, 2026
Raised 6.7%
Paid (TTM)
$9.60 / share · 4 payouts
Dividend yield (TTM, derived)
6.51%
Buyback program · as of Jun 30, 2026
Authorized
shares 4.93M
Spent (derived)
shares 4.27M
Remaining
shares 662,388
Spent Remaining

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 883237 CUSIP 92828Q109 13F (30d) 65 filings 65 filers Visit website Investor relations